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<img src="notion://custom_emoji/54b60778-f174-4cb2-a690-29822d124ef1/1456701e-c709-8074-951d-007a4bc529c3" alt="notion://custom_emoji/54b60778-f174-4cb2-a690-29822d124ef1/1456701e-c709-8074-951d-007a4bc529c3" width="40px" />
Welcome to Your Smart Pricing Training!
This session is all about saving you time and giving you a powerful way to manage your costs. We'll show you how to upload vendor invoices directly into Vori to automatically update your product costs, add new items to your catalog, and make smart pricing decisions based on your margins.
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✅ Your Pre-Training Checklist
Please complete these tasks before our session.
- [ ] Gather Your Invoices: To make this training hands-on, please do the following:
- [ ] For a Head Start: Try uploading one recent invoice on your own before our call.
- [ ] For Our Live Practice: Please also have 1-2 different paper invoices handy for us to scan together.
- [ ] For Digital Vendors: If you use UNFI or Supervalu, please have your login credentials ready so we can walk through the download process.
- [ ] Think About Your Margins: No need to have final answers, but start thinking about your desired profit margin for different departments. This will help when we get to the "smart pricing" suggestions during the training. Use the Recommended Department Target Margins reference below as a starting point.
For Virtual Sessions:
- [ ] Device & Tech Check: Just a reminder to join our call from a computer or tablet and test Google Meet beforehand so we can screen-share effectively.
🚂 Our Training Agenda
We'll walk through the entire workflow from scanning a paper invoice to printing a new shelf tag.
Step 1: Getting Your Invoices into Vori
- Setting up Email Auto-Feed
- EDI (KeHE, JFC, C&S Wholesale Grocers, Good Stuff).
- Uploading Digital Invoices: For UNFI/Supervalu spreadsheets or PDFs.
- Scanning Physical Invoices: Scan paper invoices using a document scanner or phone app (**Google Drive App, iPhone Notes App, or CamScanner)** and manually upload the files to the Back Office Invoice tool.
- Upload Instructions:
- Navigate to the Invoices module in New Back Office (app.vori.com).
- Tap Import Invoice in the top right corner.
- Click to upload or drag and drop your invoice file(s).
- Tap Upload Invoices.
💡 You can upload up to 12 invoice files at a time using the bulk upload option.
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🛑 A Note on Processing: Once uploaded, your invoice enters our processing queue. Please do not upload the same invoice multiple times. If an invoice seems stuck, it may need vendor mapping — see Step 2B below.
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